Set Up Delivery Reminder Terms, Levels, and Text

To create delivery reminders, you must set up the following:

  • Delivery reminder terms
  • Delivery reminder levels
  • Delivery reminder text messages

Each delivery reminder term has two or more delivery reminder levels, and for each delivery reminder level, you can specify text that will be part of the delivery reminder.

For more information, see Delivery Reminders.

To set up delivery reminder terms

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Delivery Reminder Terms, and then choose the related link.

  2. Choose the New action.

  3. Fill in the fields as described in the following table.

    Field Description
    Code The code for the delivery reminder term. You can enter a maximum of 10 alphanumeric characters.
    Description The description for the delivery reminder term. You can enter a maximum of 30 alphanumeric characters.
    Max. No. of Delivery Reminders The maximum number of delivery reminders that can be created for an order.

    NOTE: This is the maximum number across all reminder levels for this reminder term. For example, if you have set up three levels, and you set Max. No. of Delivery Reminders to 5, the first reminder is created at level 1, the second at level 2, and the last three at level 3.

  4. Choose the OK button.

To add delivery reminder levels to a delivery reminder term

  1. On the Delivery Reminder Terms page, select the delivery reminder term for which you want to set up levels, and then choose the Levels action.

  2. Choose the New action.

  3. Fill in the fields as described in the following table.

    Field Description
    No. The delivery reminder level number. This field is filled in automatically.
    Due Date Calculation The formula for the due date calculation for the delivery reminder. You can enter a combination of numbers from 0 to 9,999, and date codes (D for day, WD for weekday, W for week, M for month, Q for quarter, or Y for year). The date codes denote the calculation for the delivery reminder due date. You can enter a maximum of 20 characters for the due date calculation formula.

  4. Choose the OK button.

For each delivery reminder level, you can define text messages that are added to the delivery reminder. You can define beginning text that is added before the description of the overdue purchase order, and ending text that is added after the description of the overdue purchase order.

The following procedure describes how to set up beginning text messages, but the same steps apply for setting up ending text messages.

To set up delivery reminder text messages

  1. On the Delivery Reminder Levels page, select a level, and then choose the Beginning Text action.
  2. Choose the New action.
  3. In the Description field, enter the beginning text message for the delivery reminder.
  4. Choose the OK button.

See Also

Delivery Reminders
Set Up Delivery Reminders
Assign Delivery Reminder Codes to Vendors
Create Delivery Reminders Manually
Issue Delivery Reminders